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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $581,141 | $129,960+347.2% | $104,299+457.2% | $134,545+331.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -14.36% | 42.06%-56.4pp | 24.62%-39.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $825 | $4,186-80.3% | $3,373-75.5% | $4,742-82.6% |
| Participant deferral / active EE | $4,417 | $5,589-21.0% | $4,626-4.5% | $6,401-31.0% |
| Admin fee / account holder | $1,478 | $9,324-84.2% | $7,339-79.9% | $11,431-87.1% |